Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

]]>Is your IRA safe during bankruptcy? Can the IRS levy your IRA assets? Listen to this episode of the Paragon Podcast as Evan Shorten and Elean Mendoza discuss what protections are available for your IRA.
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For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Is your IRA safe during bankruptcy? Can the IRS levy your IRA assets? Listen to this episode of the Paragon Podcast as Evan Shorten and ...Is your IRA safe during bankruptcy? Can the IRS levy your IRA assets? Listen to this episode of the Paragon Podcast as Evan Shorten and Elean Mendoza discuss what protections are available for your IRA.

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For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Paragon Financial PartnersNoNo00:08:2212fullWho Should I Designate as My IRA Beneficiary?http://www.paragonpodcast.com/e/who-should-i-designate-as-my-ira-beneficiary/
http://www.paragonpodcast.com/e/who-should-i-designate-as-my-ira-beneficiary/#commentsThu, 15 Jun 2017 18:18:30 -0500paragonfinancialpartnersInvestingRetirementMoneyFinancial Planninghttp://www.paragonpodcast.com/e/who-should-i-designate-as-my-ira-beneficiary/Have you ever wondered who you should list as the beneficiary to your IRA? Did you know that different beneficiaries are subject to different tax implications? Listen to Evan Shorten and Elean Mendoza as they discuss the tax implications of the four most common IRA beneficiaries.

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]]>Have you ever wondered who you should list as the beneficiary to your IRA? Did you know that different beneficiaries are subject to different tax implications? Listen to Evan Shorten and Elean Mendoza as they discuss the tax implications of the four most common IRA beneficiaries.
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For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Have you ever wondered who you should list as the beneficiary to your IRA? Did you know that different beneficiaries are subject to different tax ...Have you ever wondered who you should list as the beneficiary to your IRA? Did you know that different beneficiaries are subject to different tax implications? Listen to Evan Shorten and Elean Mendoza as they discuss the tax implications of the four most common IRA beneficiaries.

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For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Paragon Financial PartnersNoNo00:12:30Social Security Episode 4: Spousal Benefits - What You Need To Knowhttp://www.paragonpodcast.com/e/social-security-spousal-benefits-what-you-need-to-know/
http://www.paragonpodcast.com/e/social-security-spousal-benefits-what-you-need-to-know/#commentsThu, 11 May 2017 12:37:52 -0500paragonfinancialpartnersRetirementWealth ManagementMoneySocial Securityhttp://www.paragonpodcast.com/e/social-security-spousal-benefits-what-you-need-to-know/Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss the lesser known Social Security topics of spousal and survivor benefits. Many individuals who are married, or were married in the past, may qualify for higher Social Security benefits based on their spouse’s earnings. Listen to this episode to learn more.

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]]>Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss the lesser known Social Security topics of spousal and survivor benefits. Many individuals who are married, or were married in the past, may qualify for higher Social Security benefits based on their spouse's earnings. Listen to this episode to learn more.
Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.
For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss the lesser known Social Security topics of spousal and survivor benefits. ...Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss the lesser known Social Security topics of spousal and survivor benefits. Many individuals who are married, or were married in the past, may qualify for higher Social Security benefits based on their spouse's earnings. Listen to this episode to learn more.

Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Paragon Financial PartnersNoNo00:13:58Social Security Episode 3: Social Security Benefits Do - Overhttp://www.paragonpodcast.com/e/social-security-benefits-do-over/
http://www.paragonpodcast.com/e/social-security-benefits-do-over/#commentsMon, 17 Apr 2017 16:05:28 -0500paragonfinancialpartnersRetirementSocial Securityhttp://www.paragonpodcast.com/e/social-security-benefits-do-over/Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss the possibility of a social security do-over. That’s right, if you regret taking social security benefits early, there may be the possibility for you to change your mind and do it over again. Listen to this episode to learn more about whose eligible and the process to redo your social security benefits application.

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]]>Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss the possibility of a social security do-over. That's right, if you regret taking social security benefits early, there may be the possibility for you to change your mind and do it over again. Listen to this episode to learn more about whose eligible and the process to redo your social security benefits application.
Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.
For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss the possibility of a social security do-over. That's right, if you ...Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss the possibility of a social security do-over. That's right, if you regret taking social security benefits early, there may be the possibility for you to change your mind and do it over again. Listen to this episode to learn more about whose eligible and the process to redo your social security benefits application.

Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Paragon Financial PartnersNoNo00:06:29Social Security Episode 2: Is My Social Security Income Taxable?http://www.paragonpodcast.com/e/is-my-social-security-income-taxable/
http://www.paragonpodcast.com/e/is-my-social-security-income-taxable/#commentsFri, 31 Mar 2017 15:36:14 -0500paragonfinancialpartnersRetirementMoneyFinancial PlanningSocial Securityhttp://www.paragonpodcast.com/e/is-my-social-security-income-taxable/Hello and welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza continue the social security mini series covering some of the most common social security questions. Today we discuss the question, “is my social security income taxable?”

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]]>HERE.
For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Hello and welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza continue the social security mini series covering some of the ...Hello and welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza continue the social security mini series covering some of the most common social security questions. Today we discuss the question, "is my social security income taxable?"

Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Paragon Financial PartnersNoNo00:07:16Social Security Episode 1: Working While Receiving Social Security Benefitshttp://www.paragonpodcast.com/e/working-while-receiving-social-security-benefits/
http://www.paragonpodcast.com/e/working-while-receiving-social-security-benefits/#commentsMon, 20 Mar 2017 17:33:13 -0500paragonfinancialpartnersFinanceRetirementMoneyFinancial PlanningSocial Securityhttp://www.paragonpodcast.com/e/working-while-receiving-social-security-benefits/Welcome to the Paragon Podcast. In this episode we launch a four episode mini series covering some of the most popular social security questions. In this first episode we discuss how and when working may affect your social security benefits. Come listen to learn about social security.

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]]>Welcome to the Paragon Podcast. In this episode we launch a four episode mini series covering some of the most popular social security questions. In this first episode we discuss how and when working may affect your social security benefits. Come listen to learn about social security.
Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.
For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Welcome to the Paragon Podcast. In this episode we launch a four episode mini series covering some of the most popular social security questions. In ...Welcome to the Paragon Podcast. In this episode we launch a four episode mini series covering some of the most popular social security questions. In this first episode we discuss how and when working may affect your social security benefits. Come listen to learn about social security.

Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Paragon Financial PartnersNoNo00:09:45Protect Yourself from Fraudhttp://www.paragonpodcast.com/e/protecting-yourself-from-fraud/
http://www.paragonpodcast.com/e/protecting-yourself-from-fraud/#commentsMon, 07 Nov 2016 16:44:07 -0500paragonfinancialpartnersMoneyFinancial PlanningElder Abusehttp://www.paragonpodcast.com/e/protecting-yourself-from-fraud/Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss examples of fraud they have encountered while working with clients and provide you tips on how to protect yourself and your sensitive information. Download your Cyber Security Checklist HERE.

]]>Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss examples of fraud they have encountered while working with clients and provide you tips on how to protect yourself and your sensitive information. Download your Cyber Security Checklist HERE.
Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss examples of fraud they have encountered while working with clients and ...Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss examples of fraud they have encountered while working with clients and provide you tips on how to protect yourself and your sensitive information. Download your Cyber Security Checklist HERE.

Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Paragon Financial PartnersNoNo00:10:37Tax-Loss Harvestinghttp://www.paragonpodcast.com/e/tax-loss-harvesting/
http://www.paragonpodcast.com/e/tax-loss-harvesting/#commentsMon, 24 Oct 2016 15:06:34 -0500paragonfinancialpartnersInvestingRetirementWealth ManagementMoneyFinancial PlanningAsset Managementhttp://www.paragonpodcast.com/e/tax-loss-harvesting/Welcome to the Paragon Podcast. With the end of year approaching, Evan Shorten discusses tax-loss harvesting and how it can be used to potentially reduce capital gains tax liabilities.

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]]>Welcome to the Paragon Podcast. With the end of year approaching, Evan Shorten discusses tax-loss harvesting and how it can be used to potentially reduce capital gains tax liabilities.
Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Welcome to the Paragon Podcast. With the end of year approaching, Evan Shorten discusses tax-loss harvesting and how it can be used to potentially reduce ...Welcome to the Paragon Podcast. With the end of year approaching, Evan Shorten discusses tax-loss harvesting and how it can be used to potentially reduce capital gains tax liabilities.

Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Paragon Financial PartnersNoNo00:09:46529 ABLE Savings Planhttp://www.paragonpodcast.com/e/529-able-savings-plan/
http://www.paragonpodcast.com/e/529-able-savings-plan/#commentsTue, 06 Sep 2016 17:49:33 -0500paragonfinancialpartnersRetirementWealth ManagementFinancial PlanningAsset ManagementCollege Savinghttp://www.paragonpodcast.com/e/529-able-savings-plan/Welcome to the Paragon Podcast. In this episode Evan Shorten discusses the 529 Able Savings Plan. The 529 Able plan is a new type of savings vehicle created to help individuals with disabilities establish long-term savings. Listen to our newest episode to learn more.

Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE. [...]

]]>Welcome to the Paragon Podcast. In this episode Evan Shorten discusses the 529 Able Savings Plan. The 529 Able plan is a new type of savings vehicle created to help individuals with disabilities establish long-term savings. Listen to our newest episode to learn more.
Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Welcome to the Paragon Podcast. In this episode Evan Shorten discusses the 529 Able Savings Plan. The 529 Able plan is a new type of ...Welcome to the Paragon Podcast. In this episode Evan Shorten discusses the 529 Able Savings Plan. The 529 Able plan is a new type of savings vehicle created to help individuals with disabilities establish long-term savings. Listen to our newest episode to learn more.

Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may co [...]

]]>Welcome to the Paragon Podcast. In this episode Evan Shorten discusses the most recent market rally in U.S. equities that began in mid July.
Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Welcome to the Paragon Podcast. In this episode Evan Shorten discusses the most recent market rally in U.S. equities that began in mid July.
Stay ...Welcome to the Paragon Podcast. In this episode Evan Shorten discusses the most recent market rally in U.S. equities that began in mid July.

Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Paragon Financial PartnersNoNo00:07:59The British Exit Referendum - “Brexit”http://www.paragonpodcast.com/e/the-british-exit-referendum-brexit/
http://www.paragonpodcast.com/e/the-british-exit-referendum-brexit/#commentsWed, 29 Jun 2016 18:18:23 -0500paragonfinancialpartnersFinancial PlanningEquitiesMarketsEconomyEvan Shortenhttp://www.paragonpodcast.com/e/the-british-exit-referendum-brexit/Welcome to the Paragon Podcast. Listen on as Evan Shorten and Elean Mendoza discuss the British Exit Referendum (Brexit) and the historical events leading up to it.

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For more information regarding this topic, or to download a transcript of [...]

]]>Welcome to the Paragon Podcast. Listen on as Evan Shorten and Elean Mendoza discuss the British Exit Referendum (Brexit) and the historical events leading up to it.
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For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Welcome to the Paragon Podcast. Listen on as Evan Shorten and Elean Mendoza discuss the British Exit Referendum (Brexit) and the historical events leading up ...Welcome to the Paragon Podcast. Listen on as Evan Shorten and Elean Mendoza discuss the British Exit Referendum (Brexit) and the historical events leading up to it.

Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Paragon Financial PartnersNoNo00:13:48Couples and Moneyhttp://www.paragonpodcast.com/e/couples-and-money/
http://www.paragonpodcast.com/e/couples-and-money/#commentsThu, 16 Jun 2016 14:30:32 -0500paragonfinancialpartnersMoneyFinancial PlanningEvan Shortenhttp://www.paragonpodcast.com/e/couples-and-money/Welcome to another episode of the Paragon Podcast. In this episode Evan Shorten discusses a few tips to help couples better organize and understand their finances in order to work together as a team.

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]]>Welcome to another episode of the Paragon Podcast. In this episode Evan Shorten discusses a few tips to help couples better organize and understand their finances in order to work together as a team.
Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Welcome to another episode of the Paragon Podcast. In this episode Evan Shorten discusses a few tips to help couples better organize and understand their ...Welcome to another episode of the Paragon Podcast. In this episode Evan Shorten discusses a few tips to help couples better organize and understand their finances in order to work together as a team.

Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Welcome to the tenth episode of the Paragon Podcast. In this episode Evan Shorten discusses essential estate planning documents every person should have in place.
For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Welcome to the tenth episode of the Paragon Podcast. In this episode Evan Shorten discusses essential estate planning documents every person should have in place.
...Welcome to the tenth episode of the Paragon Podcast. In this episode Evan Shorten discusses essential estate planning documents every person should have in place.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Paragon Financial PartnersNoNo00:10:17How to Cope with Market Volatilityhttp://www.paragonpodcast.com/e/how-to-cope-with-market-volatility/
http://www.paragonpodcast.com/e/how-to-cope-with-market-volatility/#commentsFri, 19 Feb 2016 17:43:54 -0500paragonfinancialpartnersInvestingWealth ManagementFinancial PlanningEquitiesMarketsAsset ManagementEconomyEvan Shortenhttp://www.paragonpodcast.com/e/how-to-cope-with-market-volatility/Welcome to the Paragon Podcast. In this episode Evan Shorten discuss a few tips to help you cope with market volatility. Listen to find out more.

For more information regarding this topic, or to learn about our services, you may contact us at the following:

]]>Welcome to the Paragon Podcast. In this episode Evan Shorten discuss a few tips to help you cope with market volatility. Listen to find out more.
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For more information regarding this topic, or to learn about our services, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Welcome to the Paragon Podcast. In this episode Evan Shorten discuss a few tips to help you cope with market volatility. Listen to find out ...Welcome to the Paragon Podcast. In this episode Evan Shorten discuss a few tips to help you cope with market volatility. Listen to find out more.

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Paragon Financial PartnersNoNo00:05:45January 2016 - Market Updatehttp://www.paragonpodcast.com/e/january-2016-market-update/
http://www.paragonpodcast.com/e/january-2016-market-update/#commentsTue, 19 Jan 2016 18:50:01 -0500paragonfinancialpartnersWealth ManagementFinancial PlanningEquitiesMarketsAsset ManagementEconomyEvan Shortenhttp://www.paragonpodcast.com/e/january-2016-market-update/Welcome to the Paragon Podcast. We hope you had a Happy New Year. In this episode Evan Shorten provide you with a market update discussing the recent downward trend of the U.S. financial markets.

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Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Welcome to the Paragon Podcast. We hope you had a Happy New Year. In this episode Evan Shorten provide you with a market update discussing ...Welcome to the Paragon Podcast. We hope you had a Happy New Year. In this episode Evan Shorten provide you with a market update discussing the recent downward trend of the U.S. financial markets.

For more information regarding this topic, or to learn about our services, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Welcome to the Paragon Podcast. In this episode Evan Shorten discuss how to best handle a financial windfall. Evan discuss the emotional, financial, and family ...Welcome to the Paragon Podcast. In this episode Evan Shorten discuss how to best handle a financial windfall. Evan discuss the emotional, financial, and family aspects of acquiring new wealth.

For more information regarding this topic, or to learn about our services, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Paragon Financial PartnersNoNo00:09:186 Financial Risks of Retirementhttp://www.paragonpodcast.com/e/episode-7-6-financial-risks-of-retirement/
http://www.paragonpodcast.com/e/episode-7-6-financial-risks-of-retirement/#commentsTue, 28 Jul 2015 11:59:09 -0500paragonfinancialpartnersFinanceInvestingRetirementWealth ManagementMoneyFinancial PlanningEquitiesMarketsAsset ManagementIncomeEconomygiftingcharitable giftingcharitable donationSaving for CollegeEstate TaxAsset TransferWealth TransferEvan Shortenhttp://www.paragonpodcast.com/e/episode-7-6-financial-risks-of-retirement/Welcome to the Paragon Podcast. In this episode Evan Shorten discusses the 6 financial risks of retirement. A lot of the discussion surrounding retirement planning focuses on how to build your retirement nest egg. While it is certainly important to properly plan for the long-term while creating your nest egg, we also believe there needs to be a discussion with regards to safeguarding your nest egg once you reach retirement. Enjoy!

For more information regarding this topic, or to learn about our services, you may contact us at the following:

]]>Welcome to the Paragon Podcast. In this episode Evan Shorten discusses the 6 financial risks of retirement. A lot of the discussion surrounding retirement planning focuses on how to build your retirement nest egg. While it is certainly important to properly plan for the long-term while creating your nest egg, we also believe there needs to be a discussion with regards to safeguarding your nest egg once you reach retirement. Enjoy!

For more information regarding this topic, or to learn about our services, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Welcome to the Paragon Podcast. In this episode Evan Shorten discusses the 6 financial risks of retirement. A lot of the discussion surrounding retirement planning ...Welcome to the Paragon Podcast. In this episode Evan Shorten discusses the 6 financial risks of retirement. A lot of the discussion surrounding retirement planning focuses on how to build your retirement nest egg. While it is certainly important to properly plan for the long-term while creating your nest egg, we also believe there needs to be a discussion with regards to safeguarding your nest egg once you reach retirement. Enjoy!

For more information regarding this topic, or to learn about our services, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Welcome to the Paragon Podcast. In this quick episode Evan Shorten addresses market volatility associated with Greece and China.
For more information regarding this topic, ...Welcome to the Paragon Podcast. In this quick episode Evan Shorten addresses market volatility associated with Greece and China.

For more information regarding this topic, or to learn about our services, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Paragon Financial PartnersNoNo00:08:08Preparing For Taxeshttp://www.paragonpodcast.com/e/episode-3-preparing-for-taxes/
http://www.paragonpodcast.com/e/episode-3-preparing-for-taxes/#commentsFri, 30 Jan 2015 17:49:30 -0500paragonfinancialpartnersUncategorizedFinanceInvestingRetirementWealth ManagementMoneyFinancial PlanningEquitiesMarketsAsset ManagementIncomeEconomyEvan Shortenhttp://www.paragonpodcast.com/e/episode-3-preparing-for-taxes/Welcome to the third episode of the Paragon Financial Partners Podcast. In this episode Evan Shorten brings to your attention two important tax items that should be addressed; the importance of realizing tax losses and changes to retirement account contribution limits.

For more information regarding this topic, or to learn about our services, you may contact us at the following:

]]>Welcome to the third episode of the Paragon Financial Partners Podcast. In this episode Evan Shorten brings to your attention two important tax items that should be addressed; the importance of realizing tax losses and changes to retirement account contribution limits.

For more information regarding this topic, or to learn about our services, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.

]]>Welcome to the third episode of the Paragon Financial Partners Podcast. In this episode Evan Shorten brings to your attention two important tax items that ...Welcome to the third episode of the Paragon Financial Partners Podcast. In this episode Evan Shorten brings to your attention two important tax items that should be addressed; the importance of realizing tax losses and changes to retirement account contribution limits.

For more information regarding this topic, or to learn about our services, you may contact us at the following:

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.